聘任赵永峰、高立刚为中国中煤能源集团有限公司外部董事，兰春杰、洪水坤不再担任中国中煤能源集团有限公司外部董事职务。 中国交通建设集团有限公司 聘任高春雷、李跃平、贾世瑞、樊启祥为中国交通建设集团有限公司外部董事，刘茂勋不再担任中国交通建设集团有限公司外部董事职 务。 来源：国务院国有资产监督管理委员会网站 中国盐业集团有限公司、中国广核集团有限公司、中国航空油料集团有限公司 申兆军任中国盐业集团有限公司党委书记、董事长，免去其中国航空油料集团有限公司党委书记、党委常委、董事长、董事职务。 廖龙辉任中国广核集团有限公司党委常委、纪委书记，免去其中国航空油料集团有限公司党委常委、纪委书记职务。 免去李耀强的中国盐业集团有限公司党委书记、董事长、董事职务，退休。 中国保利集团有限公司 祖斌任中国保利集团有限公司党委书记、董事长。 中国物流集团有限公司 免去梁伟华的中国物流集团有限公司党委常委职务，不再担任中国物流集团有限公司副总经理职务，退休。 中国中煤能源集团有限公司 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 机器人将再度登上央视春晚！ 马斯克，索赔1340亿美元 ...

2026.01. 21 本文字数：1324，阅读时长大约3分钟 作者 | 第一财经 陆如意 国资委网站近日披露了87家中央企业负责人的2024年薪酬信息，其中包括7家能源化工央企，分别 为中国石油天然气集团、中国石油化工集团、中国海洋石油集团、中国化学工程集团、中国中化集 团、国家管网集团和中煤集团。 央企负责人的税前薪酬收入由三部分组成，包括应付年薪，社会保险、企业年金、补充医疗保险及住 房公积金的单位缴存部分，以及其他货币收入（如补贴）。其中，应付年薪由国资委核定。 | 2024年 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 重事长 | 应付年薪(万元) | | 社保年金等 (万元) | 其他货币性收入(万元) | 共计(万元) | | 中国石油天然气集团 | 戴厚良 | | 97.85 | 26.36 | 1.2(院士津贴) | 125.41 | | 中国石油化工集团 | 马永生 | | 93.55 | 23.76 | 1.2(院士津贴) | 118.51 | | 中国海洋石油集团 | 汪东进 | | 96.69 ...

1月21日，国务院国资委网站发布 7户中央企业14名领导人员职务任免信息： 来源：国务院国资委网站、长安街知事 中国盐业集团有限公司、中国广核集团有限公司、中国航空油料集团有限公司 申兆军任中国盐业集团有限公司党委书记、董事长，免去其中国航空油料集团有限公司党委 书记、党委常委、董事长、董事职务。 廖龙辉任中国广核集团有限公司党委常委、纪委书记，免去其中国航空油料集团有限公司党 委常委、纪委书记职务。 免去李耀强的中国盐业集团有限公司党委书记、董事长、董事职务，退休。 中国保利集团有限公司 祖斌任中国保利集团有限公司党委书记、董事长。 免去梁伟华的中国物流集团有限公司党委常委职务，不再担任中国物流集团有限公司副总经 理职务，退休。 中国中煤能源集团有限公司 聘任赵永峰、高立刚为中国中煤能源集团有限公司外部董事，兰春杰、洪水坤不再担任中国 中煤能源集团有限公司外部董事职务。 中国交通建设集团有限公司 聘任高春雷、李跃平、贾世瑞、樊启祥为中国交通建设集团有限公司外部董事，刘茂勋不再 担任中国交通建设集团有限公司外部董事职务。 中国物流集团有限公司 ...

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) announced leadership changes in seven central enterprises, involving 14 personnel appointments and removals [1][2][3][4][5]. - Shen Zhaojun has been appointed as the Party Secretary and Chairman of China Salt Industry Group Co., Ltd., while being relieved of his positions at China Aviation Oil Group Co., Ltd. [1]. - Liao Longhui has been appointed as a member of the Standing Committee and Secretary of the Discipline Inspection Commission of China General Nuclear Power Group Co., Ltd., and has been relieved of his role at China Aviation Oil Group Co., Ltd. [1]. - Li Yaoqiang has retired from his position as Party Secretary and Chairman of China Salt Industry Group Co., Ltd. [1]. - Zu Bin has been appointed as the Party Secretary and Chairman of China Poly Group Co., Ltd. [2]. - Liang Weihua has been relieved of his position as a member of the Standing Committee of China Logistics Group Co., Ltd. and has retired from his role as Deputy General Manager [3]. - Zhao Yongfeng and Gao Ligang have been appointed as external directors of China Coal Energy Group Co., Ltd., while Lan Chunjie and Hong Shuikun have been removed from their external director positions [4]. - Gao Chunlei, Li Yueping, Jia Shirui, and Fan Qixiang have been appointed as external directors of China Communications Construction Group Co., Ltd., with Liu Maoxun being removed from his external director role [5].

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) announced the appointment and removal of 14 leadership positions across 7 central enterprises [1] - Shen Zhaojun has been appointed as the Party Secretary and Chairman of China Salt Industry Group Co., Ltd., while being removed from his previous roles at China Aviation Fuel Group Co., Ltd. [2] - Liao Longhui has been appointed as a member of the Standing Committee and Secretary of the Discipline Inspection Commission at China General Nuclear Power Group, while being removed from his previous position at China Aviation Fuel Group Co., Ltd. [2] Group 2 - Li Yaoqiang has been removed from his position as Party Secretary and Chairman of China Salt Industry Group Co., Ltd. due to retirement [2] - Zu Bin has been appointed as the Party Secretary and Chairman of China Poly Group Co., Ltd. [3] - Liang Weihua has been removed from his position as a member of the Standing Committee and Deputy General Manager of China Logistics Group Co., Ltd. due to retirement [4] Group 3 - Zhao Yongfeng and Gao Ligang have been appointed as external directors of China Coal Energy Group Co., Ltd., while Lan Chunjie and Hong Shuikun have been removed from their external director positions [5] - Gao Chunlei, Li Yueping, Jia Shirui, and Fan Qixiang have been appointed as external directors of China Communications Construction Group Co., Ltd., while Liu Maoxun has been removed from his external director position [6]

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) announced personnel changes involving 14 leaders across 7 central enterprises [1][6] - Shen Zhaojun was appointed as the Party Secretary and Chairman of China Salt Industry Group Co., Ltd., while being relieved of his positions at China Aviation Oil Group Co., Ltd. [1] - Liao Longhui was appointed as a member of the Standing Committee and Secretary of the Discipline Inspection Commission of China General Nuclear Power Group, and was relieved of his previous roles at China Aviation Oil Group Co., Ltd. [1] - Li Yaoqiang was removed from his positions as Party Secretary and Chairman of China Salt Industry Group Co., Ltd. due to retirement [1] Group 2 - Zu Bin was appointed as the Party Secretary and Chairman of China Poly Group Co., Ltd. [2] Group 3 - Liang Weihua was relieved of his position as a member of the Standing Committee of China Logistics Group Co., Ltd. and retired from his role as Deputy General Manager [3] Group 4 - Zhao Yongfeng and Gao Ligang were appointed as external directors of China Coal Energy Group Co., Ltd., while Lan Chunjie and Hong Shuikun were removed from their external director positions [4] Group 5 - Gao Chunlei, Li Yueping, Jia Shirui, and Fan Qixiang were appointed as external directors of China Communications Construction Group Co., Ltd., while Liu Maoxun was removed from his external director position [5]

Group 1 - The coal mining sector experienced a decline of 1.77% on January 21, with Dayou Energy leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the coal mining sector showed varied performance, with Jiangte Equipment rising by 4.11% and Dayou Energy falling by 8.31% [1][2] Group 2 - The coal mining sector saw a net inflow of 136 million yuan from institutional investors, while retail investors experienced a net outflow of 257 million yuan [2] - Major stocks like Shaanxi Coal and China Shenhua had significant net inflows from institutional investors, indicating potential interest despite overall sector decline [3] - The trading volume for Dayou Energy was 953,600 shares, with a transaction value of 649 million yuan, reflecting its significant market activity despite the price drop [2][3]

Group 1: Market Performance - The coal mining sector increased by 1.28% compared to the previous trading day, with Dayou Energy leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Group 2: Individual Stock Performance - Dayou Energy (600403) closed at 7.34, up 10.04% with a trading volume of 764,600 shares and a transaction value of 539 million [1] - Zhengzhou Coal Power (600121) closed at 4.69, up 3.99% with a trading volume of 1,053,500 shares [1] - Yongtai Energy (600157) closed at 1.66, up 2.47% with a trading volume of 9,156,800 shares [1] - Other notable stocks include Jinkong Coal Industry (601001) at 14.51, up 2.40%, and Shanxi Coking Coal (000983) at 6.94, up 2.36% [1] Group 3: Capital Flow Analysis - The coal mining sector saw a net inflow of 371 million from main funds, while retail funds experienced a net outflow of 143 million [2] - Dayou Energy had a main fund net inflow of 176 million, representing 32.63% of its trading volume, while retail funds saw a net outflow of 112 million [3] - Yongtai Energy recorded a main fund net inflow of 141 million, with a retail net outflow of 64.86 million [3]

Investment Rating - The report maintains a "Buy" rating for key companies in the coal mining sector, including China Shenhua, China Coal Energy, and Yanzhou Coal Mining [10]. Core Insights - The coal production in December 2025 saw a slight year-on-year decrease of 1%, with a total output of 440 million tons. The annual output for 2025 was 4.83 billion tons, reflecting a 1.2% increase compared to the previous year. For 2026, the domestic thermal coal production is expected to increase by only 20-30 million tons to 3.85 billion tons, representing a growth of approximately 0.6% [1][13]. - Coal imports in December 2025 increased by 11.94% year-on-year, totaling 58.597 million tons. However, the total imports for the year were 49.027 million tons, a decline of 9.6% compared to 2024. The report anticipates stable coal import levels in 2026, with significant attention on potential changes from the U.S. and Indonesia [2][17][18]. - The report highlights a 3.2% year-on-year decrease in thermal power generation in December 2025, with total industrial power generation for the year increasing by 2.2%. The decline in thermal power generation is contrasted with growth in renewable energy sources, although their growth rates have slowed [3][21]. Summary by Sections Production - December coal production decreased by 1% year-on-year, with a total of 440 million tons produced. The daily average production was 14.1 million tons, and the total for 2025 was 4.83 billion tons, up 1.2% from 2024. The report predicts strict policies will continue into 2026, limiting production increases primarily to new mines [1][13]. Imports - December coal imports rose by 11.94% year-on-year to 58.597 million tons, with a monthly increase of 33.01% from November. The total imports for 2025 were 49.027 million tons, down 9.6% from the previous year. The report expects stable import levels in 2026, with a focus on U.S. and Indonesian market dynamics [2][17][18]. Demand - December thermal power generation fell by 3.2% year-on-year, while total industrial power generation saw a slight increase of 0.1%. The report notes that while thermal power generation declined, renewable energy sources experienced growth, albeit at a slower pace [3][21].

Investment Rating - The report maintains a "Buy" rating for key companies in the coal mining sector, including China Shenhua, China Coal Energy, and Yanzhou Coal Mining [10][36]. Core Insights - The coal production in December 2025 saw a slight year-on-year decline of 1%, with a total output of 440 million tons. The annual production for 2025 was 4.83 billion tons, reflecting a growth of 1.2% compared to the previous year. For 2026, the domestic thermal coal production is expected to increase by only 20-30 million tons, reaching 3.85 billion tons, which is a growth of approximately 0.6% [1][13]. - Coal imports in December 2025 increased by 11.94% year-on-year, totaling 58.597 million tons. However, the total imports for the year were 49.027 million tons, a decrease of 9.6% compared to 2024. The report anticipates stable coal import levels in 2026, with significant attention on potential changes from the U.S. and Indonesia [2][17][21]. - The report highlights a 3.2% year-on-year decline in thermal power generation in December 2025, with total industrial power generation showing a marginal increase of 0.1%. The overall industrial power generation for the year was 971.59 billion kWh, up 2.2% from 2024 [3][22]. Summary by Sections Production - December coal production decreased by 1% year-on-year, with a total of 440 million tons produced. The daily average production was 14.1 million tons, and the total for 2025 was 4.83 billion tons, up 1.2% [1][13][14]. Imports - December coal imports rose by 11.94% year-on-year, amounting to 58.597 million tons. The total imports for 2025 were 49.027 million tons, down 9.6% from the previous year. The report expects stable import levels in 2026, with a focus on U.S. and Indonesian market dynamics [2][17][21]. Demand - Thermal power generation in December 2025 fell by 3.2% year-on-year, while total industrial power generation increased slightly by 0.1%. The total for the year was 971.59 billion kWh, reflecting a 2.2% increase from 2024 [3][22].